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February 15, 2020
Question

The QuickBooks system is failing to update from my Barclaycard account.

  • February 15, 2020
  • 1 reply
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1 reply

February 15, 2020

Let's perform some steps so you can download your Barclaycard transactions to QuickBooks Online (QBO), @mark.smith

 

Here are the possible reasons the system isn't updating your account: 

  • The bank is performing system maintenance. 
  • There are notifications on your bank’s website that need your attention.

 

First, let's manually update your bank account. This refreshes the bank connection within QBO. Let me guide you. 

  1. Go to Banking from the left menu. 
  2. Select the blue tile for the bank account.
  3. Click Update
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
  5. Hit Continue update.

 

Second, you can log in to your bank website. Then, check your account page for messages or alerts, such as new security requirements. Once reviewed, manually update the account again.

 

Third, if you make changes on the website, you'll have to update your Barclaycard sign-in information in the program. I'll guide you how. 

  1. Choose the blue tile for the bank account again.
  2. Click the Edit (Pencil) icon. 
  3. Select Edit sign-in info.
  4. Update your info.

 

For detailed instructions, go through this article: What To Do If Bank Transactions Won't Download or There's A Bank Error

 

Once downloaded, all you have to do is approve the way the software categorises the transactions. Then, match them against the entries in QuickBooks. For more information, check out this article: Categorising Bank Transactions

 

If you received a specific error while updating your account, please let me know by clicking the Reply button below. I'd just want to make sure this banking issue will be taken care of. This helps me provide an accurate fix to your concern. 

 

Keep me posted whenever you need help. Have a great rest of your weekend, @mark.smith